Leonard Advisory Group LLC

Overview

Leonard Advisory Group LLC is an independent, individually owned registered investment adviser that provides wealth management and financial planning primarily to individuals and families. The firm acts as a capital allocator and offers a mix of fee arrangements — percentage of AUM, hourly billing, and fixed fees — to match different client engagement models. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selection of external advisers. The firm notes an affiliation with an insurance company and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices